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Terry James George

Pruco Securities, LLC

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About Terry James George

Terry James George is a financial advisor with over 19 years of experience in the industry. Terry currently works with Pruco Securities, LLC, a firm based in Newark, NJ. Terry is a Certified Financial Planner and has registrations in several states including Minnesota, Iowa, Arizona, Colorado, Florida, New York, Tennessee and Wisconsin. Terry has held positions at other firms such as Kestra Investment Services, LLC, Concourse Financial Group Securities, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Terry has a strong background in securities trading and is focused on providing clients with comprehensive financial planning and investment advice.

Firm Information

Terry George is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Compensation from lpl enterprise, llc

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Terry George’s Registration & Firm History

MN

06/06/2023 - Present

Pruco Securities, LLC (Rochester MN)

MN

01/31/2022 - 06/01/2023

KESTRA INVESTMENT SERVICES, LLC (Rochester MN)

MN

10/31/2018 - 02/25/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ROCHESTER MN)

MN

01/13/2004 - 11/08/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Rochester MN)

MN

01/13/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry James George.
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